Search Modifiers, Boolean Operators and Searchable Fields

Search Modifiers

Using modifiers in your Hiveage searches will help you to narrow your search providing a more accurate search result. We have introduced three new types of modifiers to make your searching more convenient.

  1. Text Modifier
  2. Amount Modifier
  3. Date Modifier

1. Text Modifier

A text modifier allows you to search a specific field. This will populate more accurate search results, compared to the Basic Search.

How to use it

[Text Modifier]:[Search Term]

E.g.:

  • When you type status:viewed in the Invoices tab, all the invoices with the label ‘viewed’ will be matched.
  • When you type client.name:Adam in the Estimates tab, all the estimates for clients with the name ‘Adam’ will be matched.
  • When you type country:Australia in the Network tab, all businesses from Australia will be matched.

* A full list of text modifiers which can be used in each section is available towards the end of this article.


2. Amount Modifier

Amount modifiers are used with more and less

How to use it

[Amount Modifier]:[Search Term]

E.g.:

  • amount:100 – Match amounts which are exactly 100
  • item.quantity_less:350 – Match item quantities which are less than 350
  • payment.amount_more:2500 – Match payment amounts which are higher than 2500

Both more and less terms support decimal places as well.

The main amount field of an object can be searched by using less and more to simplify usability.

E.g.:

  • less:1000 – Match amounts which are less than 1000
  • more:5000 – Match amounts which are higher than 5000

* A full list of text modifiers which can be used in each section is available towards the end of this article.

3. Date Modifier

Date modifiers are used with on, during, after and before

How to use it

[Date Modifier]:[Search Term]


E.g.:

  • due_on:2016-05-26 – Match items which are due for 2016-05-26
  • date_after:2016-03-01 – Match items after 2016-03-01
  • payment.before:2016-02-28 – Match payments done before 2016-02-28
  • created_during:2016-05-10 – Match items created on 2016-05-10

on and during can be used interchangeably.

E.g.: payment.on:2016-08-10 and payment.during:2016-08-10 will give you same set of results.

The main date field of an object can be searched by using on,during, after and before, to simplify usability.

E.g.:

  • on:2016-04-14 – Match items for 2016-04-14
  • after:2016-04-14 – Match items after 2016-04-14
  • during:2016-04-14 – Match items for 2016-04-14
  • before:2016-04-14 – Match items before 2016-04-14

* A full list of text modifiers which can be used in each section is available towards the end of this article.

Using Boolean Operators

Boolean operators allow terms to be combined through logic operators. Hiveage uses AND, OR and NOT as Boolean operators.

Boolean operators must be ALL CAPS.

E.g.:

  • client.name:john doe AND payment.amount_more:2500 – Search items that contain the name ‘John Doe’ and payment amount more than 2500
  • client.name:john doe OR payment.amount_more:2500 – Search items that contain either the name ‘John Doe’ or payment amount more than 2500
  • client.name:john doe NOT payment.amount_more:2500 – Search items that contain the name ‘John Doe’ but no payment amount more than 2500

To make search more simple, Hiveage allows you to use && (ampersand) for the AND operator, || (vertical bar) for the OR operator and ! (exclamation) for the NOT operator.

E.g.:

  • amount:100 AND client:john joe and amount:100 && client:john joe will give you same results
  • amount:100 OR client:john joe and amount:100 || client:john joe will give you same results
  • amount:100 NOT client:john joe and amount:100 ! client:john joe will give you same results

Using Boolean operators with dates

Using before and after, coupled with a Boolean operator, you can now search for a set of results within a specific period of time.

E.g.:

after:2015-06-25 AND before:2016-03-10

payment.before:2016-09-15 AND payment.after:2016-04-30

Searchable Fields

A full list of searchable fields and search modifiers for each section is below:

1. Invoices

Basic Search Fields

  • id
  • no
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • amount
  • client.email
  • client.name
  • client.contact
  • item.description
  • time.description
  • expense.description
  • mileage.description
  • tag.name
  • tax.name
  • discount.name
  • shipping.name
  • payment.status

Text Modifiers

  • id
  • no
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • client
  • client.email
  • client.name
  • client.contact
  • item
  • item.description
  • time
  • time.description
  • expense
  • expense.description
  • mileage
  • mileage.description
  • tag.name
  • tax.name
  • discount.name
  • shipping.name
  • payment
  • payment.status
  • payment.receipt_no
  • payment.payment_method
  • payment.details

Amount Modifiers

Note: (X)= less, more

  • amount_(X) – Main amount field
  • due_(X)
  • item.quantity_(X)
  • item.rate_(X)
  • item.amount_(X)
  • time.quantity_(X)
  • time.rate_(X)
  • time.amount_(X)
  • expense.amount_(X)
  • mileage.quantity_(X)
  • mileage.rate_(X)
  • mileage.amount_(X)
  • payment.amount_(X)

Date Modifiers

Note: (X)= on, after, before, during

  • date_(X) – Main date field
  • due_(X)
  • payment.(X)
  • created_(X)

2. Estimates

Basic Search Fields

  • id
  • no
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • amount
  • client.email
  • client.name
  • client.contact
  • item.description
  • time.description
  • expense.description
  • mileage.description
  • tag.name
  • tax.name
  • discount.name
  • shipping.name

Text Modifiers

  • id
  • no
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • client
  • client.email
  • client.name
  • client.contact
  • item
  • item.description
  • item.unit
  • time
  • time.description
  • expense
  • expense.description
  • mileage
  • mileage.description
  • comments

Amount Modifiers

Note: (X)= less, more

  • amount_(X) – Main amount field
  • due_(X)
  • item.quantity_(X)
  • item.rate_(X)
  • item.amount_(X)
  • time.quantity_(X)
  • time.rate_(X)
  • time.amount_(X)
  • expense.amount_(X)
  • mileage.quantity_(X)
  • mileage.rate_(X)
  • mileage.amount_(X)

Date Modifiers

Note: (X)= on, after, before, during

  • date_(X) – Main date field
  • expire_(X)
  • created_(X)

3. Bills

Basic Search Fields

  • id
  • no
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • amount
  • client.email
  • client.name
  • client.contact
  • item.description
  • time.description
  • expense.description
  • mileage.description
  • tag.name
  • tax.name
  • discount.name
  • shipping.name
  • payments.status

Text Modifiers

  • id
  • no
  • ref_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • client
  • client.email
  • client.name
  • client.contact
  • item
  • item.description
  • item.unit
  • time
  • time.description
  • expense
  • expense.description
  • mileage
  • mileage.description
  • tag.name
  • tax.name
  • discount.name
  • comments
  • payment
  • payment.status
  • payment.receipt_no
  • payment.payment_method
  • payment.details

Amount Modifiers

Note: (X)= less, more

  • amount_(X) – Main amount field
  • due_(X)
  • item.quantity_(X)
  • item.rate_(X)
  • item.amount_(X)
  • time.quantity_(X)
  • time.rate_(X)
  • time.amount_(X)
  • expense.amount_(X)
  • mileage.quantity_(X)
  • mileage.rate_(X)
  • mileage.amount_(X)
  • payment.amount_(X)

Date Modifiers

Note: (X)= on, after, before, during

  • date_(X) – Main date field
  • due_(X)
  • payment.(X)
  • created_(X)

4. Recurring Invoices

Basic Search Fields

  • id
  • no
  • profile
  • profile_id
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • amount
  • client.email
  • client.name
  • client.contact
  • item.description
  • time.description
  • expense.description
  • mileage.description
  • tag.name
  • tax.name
  • discount.name
  • shipping.name

Text Modifiers

  • id
  • no
  • profile
  • profile_id
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • client
  • client.email
  • client.name
  • client.contact
  • item
  • item.description
  • item.unit
  • time
  • time.description
  • expense
  • expense.description
  • mileage
  • mileage.description
  • comments

Amount Modifiers

Note: (X)= less, more

  • amount_(X) – Main amount field
  • item.quantity_(X)
  • item.rate_(X)
  • item.amount_(X)
  • time.quantity_(X)
  • time.rate_(X)
  • time.amount_(X)
  • expense.amount_(X)
  • mileage.quantity_(X)
  • mileage.rate_(X)
  • mileage.amount_(X)

Date Modifiers

Note: (X)= on, after, before, during

  • start_(X) – Main date field
  • due_(X)
  • created_(X)

5. Recurring Bills

Basic Search Fields

  • id
  • no
  • profile
  • profile_id
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • amount
  • client.email
  • client.name
  • client.contact
  • item.description
  • time.description
  • expense.description
  • mileage.description
  • tag.name
  • tax.name
  • discount.name
  • shipping.name

Text Modifiers

  • id
  • no
  • profile
  • profile_id
  • po_no
  • summary
  • note
  • currency
  • date
  • status
  • payment_methods
  • client
  • client.email
  • client.name
  • client.contact
  • item
  • item.description
  • item.unit
  • time
  • time.description
  • expense
  • expense.description
  • mileage
  • mileage.description

Amount Modifiers

Note: (X)= less, more

  • amount_(X) – Main amount field
  • item.quantity_(X)
  • item.rate_(X)
  • item.amount_(X)
  • time.quantity_(X)
  • time.rate_(X)
  • time.amount_(X)
  • expense.amount_(X)
  • mileage.quantity_(X)
  • mileage.rate_(X)
  • mileage.amount_(X)

Date Modifiers

Note: (X)= on, after, before, during

  • start_(X) – Main date field
  • due_(X)
  • created_(X)

6. CRM

Basic Search Fields

  • id
  • category_name
  • organization_name
  • first_name
  • last_name
  • connection_name
  • currency
  • phone
  • mobile
  • city
  • zip_code
  • country
  • email
  • language
  • website
  • address
  • state
  • custom_fields
  • contact

Text Modifiers

  • id
  • category_name
  • organization_name
  • first_name
  • last_name
  • connection_name
  • currency
  • phone
  • mobile
  • city
  • zip_code
  • country
  • email
  • language
  • website
  • address
  • state
  • custom_fields
  • contact

Date Modifiers

Note: (X)= on, after, before, during

  • created_(X)- Main date field

7. Files

Basic Search Fields

  • extension
  • name
  • uploader
  • size

Text Modifiers

  • extension
  • name
  • uploader
  • size

Amount Modifiers

Note: (X)= less, more

  • size_(X)- Main amount field

Date Modifiers

Note: (X)= on, after, before, during

  • created_(X)- Main date field

7. Item Category

Basic Search Fields

  • name
  • unit
  • description
  • price (or rate)

Text Modifiers

  • name
  • unit
  • description
  • price (or rate)

Amount Modifiers

Note: (X)= less, more

  • price(or rate)_(X)- Main amount field

Date Modifiers

Note: (X)= on, after, before, during

  • created_(X)- Main date field

8. Task Category

Basic Search Fields

  • name
  • rate

Text Modifiers

  • name
  • rate

Amount Modifiers

Note: (X)= less, more

  • rate_(X)- Main amount field

Date Modifiers

Note: (X)= on, after, before, during

  • created_(X)- Main date field

9. Expense Category

Basic Search Fields

  • name
  • rate

Text Modifiers

  • name
  • rate

Amount Modifiers

Note: (X)= less, more

  • rate_(X)- Main amount field

Date Modifiers

Note: (X)= on, after, before, during

  • created_(X)- Main date field

10. Trip Category

Basic Search Fields

  • name
  • rate

Text Modifiers

  • name
  • rate

Amount Modifiers

Note: (X)= less, more

  • rate_(X)- Main amount field

Date Modifiers

Note: (X)= on, after, before, during

  • created_(X)- Main date field

11. Tags

Basic Search Fields

  • name

Text Modifiers

  • name

Date Modifiers

Note: (X)= on, after, before, during

  • created_(X)- Main date field

12. Time Entry

Basic Search Fields

  • description
  • date
  • status
  • duration
  • task
  • client.email
  • client.name
  • client.contact
  • tag.name

Text Modifiers

  • description
  • date
  • status
  • duration
  • task
  • client.email
  • client.name
  • client.contact
  • tag.name

Amount Modifiers

Note: (X)= less, more

  • duration_(X)- Main amount field

Date Modifiers

Note: (X)= on, after, before, during

  • date_(X)- Main date field
  • created_(X)

13. Expense Entry

Basic Search Fields

  • description
  • date
  • status
  • amount
  • expense
  • client.email
  • client.name
  • client.contact
  • tag.name

Text Modifiers

  • description
  • status
  • expense
  • client.email
  • client.name
  • client.contact
  • tag.name

Amount Modifiers

Note: (X)= less, more

  • amount_(X)- Main amount field

Date Modifiers

Note: (X)= on, after, before, during

  • date_(X)- Main date field
  • created_(X)

14. Mileage Entry

Basic Search Fields

  • description
  • date
  • status
  • distance
  • trip
  • client.email
  • client.name
  • client.contact
  • tag.name

Text Modifiers

  • description
  • status
  • trip
  • client.email
  • client.name
  • client.contact
  • tag.name

Amount Modifiers

Note: (X)= less, more

  • distance_(X)- Main amount field

Date Modifiers

Note: (X)= on, after, before, during

  • date_(X)- Main date field
  • created_(X)

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